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As a professional advisor, you have an opportunity to help your clients achieve their philanthropic goals. By integrating philanthropy with financial and estate planning, you can ensure that your clients are receiving the full benefits of their contributions while supporting the charities of their choice. But you don't need to be an expert in charitable giving. The Greater Tacoma Community Foundation can be a resource for you and a philanthropic partner for your clients.
To learn more about how we can work with you to meet your clients’ needs, please contact Jeff Pritchard, Director of Development, at 253.383.5622 or via e-mail at jpritchard@gtcf.org.
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The Professional Advisors Network
The Professional Advisors Network at The Greater Tacoma Community Foundation is made up of financial planners, attorneys, accountants, and others who advise clients on matters of wealth. Members of the Network benefit from opportunities to promote their businesses and gain access to charitable gift planning resources that will expand their expertise and increase their offerings to current and prospective clients. Members of the Professional Advisors Network receive the following benefits:
* Name and contact information listed in the Professional Advisor Directory
* Receive invites & discounts to all Community Foundation Professional Advisor Seminars
* Added to Community Foundation E-Newsletter mailing list
* Access to philanthropic resources at the Community Foundation
* Opportunity to post an event for your organization in the "Upcoming Events” section
If you are a professional advisor and would like to be included on the directory, click here.
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